Beyond flexibility: the added gains of online learning
Attend MBSE’s Virtual Open Days from 14 to 16 April to discover flexible, career-focused qualifications and engage directly with industry-led lecturers.
Best Practice
CDH flags compliance risks in replacement policy advice
The law firm says recent FAIS Ombud and Tribunal decisions highlight disclosure, suitability, and record-keeping failures in replacement policy cases.
When does switching into an offshore endowment make sense?
Allan Gray explores how embedded gains, tax rates, investment horizon, and executor’s fees affect the decision to switch offshore investments into endowments.
How financial advisers support clients during market volatility
A Morningstar behavioural study examines client reactions during turbulent markets and outlines communication approaches advisers use to address concerns.
New CPD courses tackle crypto advice and real-world ombud lessons
MBSE launches two practical CPD programmes to help advisers meet crypto compliance requirements and learn from ombud rulings shaping the financial services industry.
Excess retirement contributions: when they help – and when they hurt
Converting discretionary savings into retirement vehicles can cut tax on living annuity drawdowns – but may reduce long-term value.
Last call for accessible FAIS-aligned entry qualifications at MBSE
With applications closing on 15 June, MBSE’s FETC NQF 4 programmes offer a final chance to secure recognised FAIS credits before more restrictive replacements take effect.
Budget 2026: why advisers should revisit every client plan
From CGT thresholds to small business tax and foreign allowances, Ronald King identifies the changes that could materially reshape financial plans.
MBSE hits the road: bringing F&I training directly to dealerships
MBSE visits automotive dealerships to equip F&I professionals with CPD, FICA, and POPIA training tailored for their workplace needs.
Why King V matters for retirement fund boards
King V may be voluntary, but for retirement fund boards it has emerged as a critical standard for credible governance, fiduciary oversight and long-term value creation.
Stretch your medical savings: smart strategies for the year ahead
This edition of Cover to Cover looks at how members can plan, track, and optimise their medical savings to reduce out-of-pocket costs and get the most from their benefits.
Private higher education steps up as universities hit capacity limits
With public universities unable to meet demand, private institutions are becoming a vital part of South Africa’s higher-education solution, offering career-aligned, accredited pathways for thousands of students.
A digitally enabled practice is key to broker success, says Santam
Technology adoption matters less than how well it is integrated into workflows, skills development, and client engagement in a complex insurance environment.
Where theory meets practice: HCWM graduates turn learning into impact
Top achievers share how MBSE’s Higher Certificate in Wealth Management translates knowledge into real-world confidence.
Global, ambitious, ready: how top achievers navigate MBSE’s PGDip
Top achievers from Moonstone’s Postgraduate Diploma in Financial Planning show how the programme builds professional judgement, technical depth, and career clarity.
When a finance manager took on the PGDip – and conquered it
Mogesh Pillay proves MBSE’s Postgraduate Diploma in Financial Planning empowers professionals beyond advisory roles.
MBSE opens 2026 qualification applications with early-access incentive
Prospective students can jump-start their 2026 studies with early course access and benefit from a 50% discount on MBSE’s full suite of COB modules until 31 December.
